By law you must enrol the employee into your pension scheme - this must be done directly with your pension provider. Please speak to them if you are unsure how to do this.

Step 1.


From the Payroll navigation, select Employees > View


Step 2.


Select the name of the employee you wish to edit


Step 3.


Select Pension details from the left hand side menu


Step 4.


  1. Select Employee opted in from the Auto-enrolment status drop down menu

  2. Under Contributions enter the percentage for employer's minimum contribution (1% until 2017)

  3. Enter the percentage for employee's minimum contribution as 1% until 2017 (for relief at source schemes still enter 1%, the system will automatically calculate it at 0.8%)

  4. Check with your pension provider for the correct percentage of contributions as different pension providers will have different requirements

  5. Under the Delay enrolmentĀ section, enter the Date opted in

  6. Click Save




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